Ability to edit invoice after payment makred
D
Dustin Beam
Have a client who collects a deposit on their invoice. If the deposit is marked paid on the invoice you lose the ability to update it. If this general contractor then has additional charges for extras they have to create a second invoice. The only workaround so far has been to not document the deposit until project is completed or use a different invoicing system that he pays less than $10/month for. The only other option is mark the deposit refunded and redo the invoice. It is a lot of work for this client.
Log In
A
Austin Hall
Sales & Marketing could also be merged with https://ideas.gohighlevel.com/invoicing/p/modify-invoices
S
Sales & Marketing
Merged in a post:
Edit Amount on Sent Invoices
A
Austin Hall
We need the ability to edit an amount on an invoice after it has been sent.
For example, if we collect a deposit but the actual scope of work changes afterwards, there is currently NO WAY to change the final amount the customer needs to pay. There really is no clean way to go about it. Either we need to refund the original payment and collect in full again (eating payment processor fees twice) or we need to create a new invoice for the corrected outstanding balance and have a Partially Paid invoice sitting in our system (and Quickbooks) indefinitely. This is an Accounts Receivable nightmare and could be fixed in my opinion.
This is a basic feature of invoicing software and it would be fantastic to have as this could really cause issues. I believe the root of the issue is that all Invoices are currently tied to Products (which should be fixed also as many of Highlevel subaccounts are service providers and not selling fixed-price products), so I think Invoices need a pretty substantial revamp to allow custom pricing that is not tied to a Product.
L
Lisa Johnson
This really needs to be updated!! I agree, this is really hindering clients and probably why they do not want to use invoicing.
C
Christopher Neustedter
This would be great! We have the same thing, we need to collect a Deposit to confirm the booking in the calendar. Right now, we're setting up two invoices - one for the Deposit, and then another for the Service after it's completed, which we just set up with a discount to offset the Deposit amount.
Would be very nice if we could just have one invoice, for which we could add a deposit, which could be edited anytime until finalized.
R
Reece Piccolo-Sellin
We also need this as well. Our client is doing a similar thing as Dustin's client -- taking a deposit on a future event, and then between that deposit and the time of the event, they collect the remainder. The issue is sometimes they negotiate a discount, etc., for the next payment, but they don't have the ability to edit the invoice. We considered doing an extra payment and then refunding it to make up the difference, but also refunds do not seem to come off of the amount paid -- you can see that if you fetch the invoice via API later (amount paid remains the full amount) or if you look at the invoice copy that's emailed (so it's technically an incorrect amount in those cases). Also there's the issue of professionalism as Julie indicated if you're refunding to card and then applying to a new invoice. Would also be great to have an automation or webhook for if the invoice has been edited.
C
Christopher Neustedter
Reece Piccolo-Sellin A little workaround that we have been doing is to create one invoice for the deposit and another one for the service. Then just add a discount to the service invoice for the amount of the deposit, to offset that amount. Works for us, but it definitely is aggravating that you' can't just work with one invoice.
J
Julie Del Cueto
We need this as well. Deposit is taken, and to add any services after that point, or to discount/remove any services, we have to make a new invoice. Then payment is already credited to one invoice and we would have to refund the customer's card to apply their payment to the new invoice, which is very unprofessional. We also very often have to edit a name, add a business name, etc.